RPg Family Wealth Advisory’s CSP Inc CSPI Stock Holding History

RPg Family Wealth Advisory’s Portfolio CSPI Stock Details CSPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,144	Closed	-$11K	–	283
2020 Q1	$11K	Buy	3,144 +794	+34%	+$4.68K	0.01%	244
2019 Q4	$15.3K	Buy	2,350 +270	+13%	+$1.76K	0.01%	236
2019 Q3	$14K	Hold	2,080	–	–	0.01%	260
2019 Q2	$15.9K	Hold	2,080	–	–	0.01%	242
2019 Q1	$11.6K	Buy	+2,080	New	+$10.5K	0.01%	276
2018 Q4	–	Sell	-1,580	Closed	-$10.4K	–	234
2018 Q3	$10.4K	Buy	+1,580	New	+$9.28K	0.01%	249
2018 Q1	–	Sell	-1,290	Closed	-$10.2K	–	253
2017 Q4	$10.2K	Buy	+1,290	New	+$7.24K	0.01%	267

Other funds holding CSPI

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

AFA

Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

RPg Family Wealth Advisory's CSPI Position: Q2 2020 in Review

RPg Family Wealth Advisory sold out of CSP Inc (CSPI) in Q2 2020, closing a stake of 3,144 shares — an estimated $11K sold.

RPg Family Wealth Advisory first reported a position in CSPI in Q4 2017 and held it in 7 quarters. The position peaked at $15.9K in Q2 2019. 18 funds tracked by Wall St. Rank hold CSPI as of Q2 2020.

RPg Family Wealth Advisory reported no remaining CSP Inc position as of Q2 2020 after selling out during the quarter.
RPg Family Wealth Advisory sold 3,144 CSP Inc shares in Q2 2020, an estimated $11K.
RPg Family Wealth Advisory first reported a position in CSP Inc in Q4 2017 and held it in 7 quarters.
RPg Family Wealth Advisory's CSP Inc position peaked at $15.9K in Q2 2019.
18 funds tracked by Wall St. Rank held CSP Inc as of Q2 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2020, filed 10 Aug 2020.